PSOPX Mutual Fund

PSOPX Mutual Fund (JPMorgan Small Cap Value Fund Class I) is managed by J.P. Morgan Asset Management with $202.7M in net assets. PSOPX expense ratio is 0.89%, holding 495 positions across sectors including Financials, Health Care, Industrials. Inception date: 1995-01-27.

PSOPX performance shows a YTD return of 17.39%. The 1-year return is 22.85% and the 5-year return is 7.50%. PSOPX dividend yield stands at 0.77%, paid quarterly.

PSOPX top holdings include New Jersey Resources Corp (1.1%), Jpmorgan Prime Money (1.1%), Essential Properties Realty Trust Inc (0.8%), Southwest Gas Holdings Inc Common Stock Usd 1 (0.8%), Sm Energy Co (0.8%). Go to all PSOPX holdings, PSOPX sectors, or PSOPX dividends.

PSOPX can be compared against other funds. Use PSOPX overlap to find shared positions, or PSOPX vs another fund for a side-by-side view. PSOPX alternatives are available via the screener, along with tax-loss harvesting opportunities.